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Show confirmation modal for distance rate error and block expense split - #75984

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srikarparsi merged 10 commits into
Expensify:mainfrom
huult:74315-fix-unable-split-distance-manual-expense
Jan 29, 2026
Merged

Show confirmation modal for distance rate error and block expense split#75984
srikarparsi merged 10 commits into
Expensify:mainfrom
huult:74315-fix-unable-split-distance-manual-expense

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@huult

@huult huult commented Nov 25, 2025

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Details

Fixed Issues

$ #74315
PROPOSAL: #74315 (comment)

Tests

Same QA step

  • Verify that no errors appear in the JS console

Offline tests

QA Steps

  1. Open the Expensify app.
  2. Create a manual distance expense in your self DM.
  3. Open the expense.
  4. Tap Report → Upgrade → Confirm → Got it → Create report.
  5. Tap More → Split expense → Save.
  6. Verify that a confirmation modal is shown informing the user “Fix the distance rate error and try again.”, and that the expense cannot be split.
  • Verify that no errors appear in the JS console

PR Author Checklist

  • I linked the correct issue in the ### Fixed Issues section above
  • I wrote clear testing steps that cover the changes made in this PR
    • I added steps for local testing in the Tests section
    • I added steps for the expected offline behavior in the Offline steps section
    • I added steps for Staging and/or Production testing in the QA steps section
    • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
    • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
  • I included screenshots or videos for tests on all platforms
  • I ran the tests on all platforms & verified they passed on:
    • Android: Native
    • Android: mWeb Chrome
    • iOS: Native
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
    • MacOS: Desktop
  • I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
  • I verified there are no new alerts related to the canBeMissing param for useOnyx
  • I followed proper code patterns (see Reviewing the code)
    • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I followed the guidelines as stated in the Review Guidelines
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  • I verified any variables that can be defined as constants (ie. in CONST.ts or at the top of the file that uses the constant) are defined as such
  • I verified that if a function's arguments changed that all usages have also been updated correctly
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    • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
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    • A similar style doesn't already exist
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    • I verified that all the inputs inside a form are aligned with each other.
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  • If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
  • I added unit tests for any new feature or bug fix in this PR to help automatically prevent regressions in this user flow.
  • If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.

Screenshots/Videos

Android: Native
Screen.Recording.2026-01-22.at.13.50.26.mp4
Android: mWeb Chrome
Screen.Recording.2026-01-22.at.13.52.27.mp4
iOS: Native
Screen.Recording.2026-01-22.at.13.59.22.mp4
iOS: mWeb Safari
Screen.Recording.2026-01-22.at.14.01.16.mp4
MacOS: Chrome / Safari
Screen.Recording.2026-01-22.at.13.46.17.mp4

@huult
huult requested review from a team as code owners November 25, 2025 08:38
@melvin-bot

melvin-bot Bot commented Nov 25, 2025

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Hey, I noticed you changed src/languages/en.ts in a PR from a fork. For security reasons, translations are not generated automatically for PRs from forks.

If you want to automatically generate translations for other locales, an Expensify employee will have to:

  1. Look at the code and make sure there are no malicious changes.
  2. Run the Generate static translations GitHub workflow. If you have write access and the K2 extension, you can simply click: [this button]

Alternatively, if you are an external contributor, you can run the translation script locally with your own OpenAI API key. To learn more, try running:

npx ts-node ./scripts/generateTranslations.ts --help

Typically, you'd want to translate only what you changed by running npx ts-node ./scripts/generateTranslations.ts --compare-ref main

@melvin-bot
melvin-bot Bot requested review from Ollyws and heyjennahay and removed request for a team November 25, 2025 08:39
@melvin-bot

melvin-bot Bot commented Nov 25, 2025

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@Ollyws Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

@melvin-bot
melvin-bot Bot removed the request for review from a team November 25, 2025 08:39
@huult
huult marked this pull request as draft November 25, 2025 08:39
@huult

huult commented Nov 25, 2025

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Screenshot 2025-11-25 at 15 39 26

@Ollyws What do you think about this hint text when creating a report?

@huult

huult commented Nov 25, 2025

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On the backend side, this expense should be handled automatically,

@srikarparsi Could you help update this from the backend side?

Screen.Recording.2025-11-25.at.15.41.25.mov

1 When we call ChangeTransactionsReport, the transaction rate will be automatically updated to the valid workspace rate.
2 Update transactionViolations_ if after updating item 1, customUnitOutOfPolicy still exists.

cc @Ollyws

@codecov

codecov Bot commented Nov 25, 2025

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Codecov Report

✅ Changes either increased or maintained existing code coverage, great job!

Files with missing lines Coverage Δ
src/pages/iou/SplitExpensePage.tsx 0.00% <0.00%> (ø)
... and 10 files with indirect coverage changes

@huult

huult commented Dec 2, 2025

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@srikarparsi #75984 (comment) Could you check it when you have time?

@srikarparsi

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Hey @huult, didn't get a chance to do this today, will see if I get time for it tomorrow

@srikarparsi
srikarparsi self-requested a review December 4, 2025 07:43
@huult

huult commented Dec 8, 2025

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@srikarparsi friendly bump

@srikarparsi

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Hey @huult, just to clarify, is this what is needed from the backend?

1 When we call ChangeTransactionsReport, the transaction rate will be automatically updated to the valid workspace rate.
2 Update transactionViolations_ if after updating item 1, customUnitOutOfPolicy still exists.

@huult

huult commented Dec 10, 2025

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@srikarparsi Yes, that’s correct.

@huult

huult commented Dec 16, 2025

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@srikarparsi Don’t forget this. Many thanks 😄

@srikarparsi

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Hey @huult, this is taking time because it's a little complicated and I'm working on some higher priority bank account work. I'll see if I can get to this by the end of the week otherwise I'll see if anyone else can take over.

@huult

huult commented Dec 24, 2025

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@srikarparsi Do you have any updates or an estimate for this?

@srikarparsi

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@srikarparsi Do you have any updates or an estimate for this?

Hey @huult, I've been OOO last week and will be this week as well for the holidays. I'll try to give you an update towards the end of this week.

@srikarparsi

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Hey @huult, re-visiting this after OOO, I think the root problem here is that we are not handling the Rate out of policy violation correctly (as you've mentioned).

When we move a split request from a self dm to a workspace, we might get this violation:

image

And if this violation exists, then the frontend doesn't call Transaction_Split and silently fails. I think that's the core problem that needs to be solved. Let me know what you think.

@huult

huult commented Jan 6, 2026

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@srikarparsi I know we could call the default rate on the frontend as a solution. However, I’d like to understand what the backend solution would look like. If we update the rate automatically in changeTransactionsReport on the backend, then the frontend wouldn’t need to handle this more complex logic. If the backend solution is significantly more complex, then we can decide to handle it on the frontend instead. Please share your thoughts on whether we should solve this on the frontend or backend in this case.

@srikarparsi

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Let's say that through another flow, the distance request gets a rate out of policy violation. Then the same problem would remain right? So that's why I'm thinking that this is the root problem that needs to be fixed:

Splitting a distance request with a rate out of policy violation silently fails.

I think we can still do what you're suggesting (updating the rate automatically when the distance request moves policies) but I believe the above is the core problem that needs to be fixed. What do you think?

@huult

huult commented Jan 6, 2026

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@srikarparsi When we automatically update the rate in changeTransactionsReport successfully, the Transaction_Split flow will succeed because the rate is already valid. As I suggested, we will also add a note saying: “The expense rate will be automatically updated to the workspace rate” when we call changeTransactionsReport.

Flows:

  1. Go to https://staging.new.expensify.com/home
  2. Login new gmail account
  3. Create manual track distance in self DM
  4. Open the expense
  5. Tap report - upgrade - confirm - got it - create report // We call changeTransactionsReport here and automatically update the rate to the workspace rate. “The expense rate will be automatically updated to the workspace rate” will display on UI.
  6. Tap more - split expense // We call Transaction_Split here with a valid rate, so Transaction_Split will succeed without any issues.

@srikarparsi

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I understand that automatically converting the the distance rate when the policy is switched would also fix the issue (and maybe we should do that too), but the root problem in my eyes is that we are not properly handling splitting distance requests that have a rate out of policy violation and I think that is the bug we need to fix.

In the future, there might be other flows that lead to a distance rate being invalid (out of policy), and fixing this root problem would handle these cases as well.

@huult

huult commented Jan 8, 2026

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In the future, there might be other flows that lead to a distance rate being invalid (out of policy), and fixing this root problem would handle these cases as well.

@srikarparsi Yeah, I understand your point. In that case, defining a new flow would mean that when we are splitting distance requests that have an out-of-policy rate, we should show a screen prompting the user to update the rate to a valid one before allowing the split.

If we decide to go in this direction, I can research it further, propose a new flow, and loop in Product and Design to get their feedback.

@srikarparsi

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Cool! Sounds good, @huult, I think we should go this direction then?

@huult huult closed this Jan 22, 2026
@huult
huult force-pushed the 74315-fix-unable-split-distance-manual-expense branch from c0fa584 to 3779ccf Compare January 22, 2026 06:03
@huult huult reopened this Jan 22, 2026
@huult
huult marked this pull request as ready for review January 22, 2026 06:28
Comment thread src/pages/iou/SplitExpensePage.tsx Outdated

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Comment thread src/languages/en.ts Outdated
@huult

huult commented Jan 22, 2026

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@Ollyws @srikarparsi This PR is ready for review

Comment thread src/pages/iou/SplitExpensePage.tsx Outdated
const customUnitOutOfPolicyViolation = CONST.VIOLATIONS.CUSTOM_UNIT_OUT_OF_POLICY;
const hasDistanceRateError =
currentTransactionViolations.some((violation) => violation.name === customUnitOutOfPolicyViolation) ||
originalTransactionViolations.some((violation) => violation.name === customUnitOutOfPolicyViolation);

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Just for clarity, when exactly would this be populated?

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@Ollyws could you double-check this?

@Ollyws

Ollyws commented Jan 27, 2026

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Reviewer Checklist

  • I have verified the author checklist is complete (all boxes are checked off).
  • I verified the correct issue is linked in the ### Fixed Issues section above
  • I verified testing steps are clear and they cover the changes made in this PR
    • I verified the steps for local testing are in the Tests section
    • I verified the steps for Staging and/or Production testing are in the QA steps section
    • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
    • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
  • I checked that screenshots or videos are included for tests on all platforms
  • I included screenshots or videos for tests on all platforms
  • I verified that the composer does not automatically focus or open the keyboard on mobile unless explicitly intended. This includes checking that returning the app from the background does not unexpectedly open the keyboard.
  • I verified tests pass on all platforms & I tested again on:
    • Android: HybridApp
    • Android: mWeb Chrome
    • iOS: HybridApp
    • iOS: mWeb Safari
    • MacOS: Chrome / Safari
  • If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
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    • I verified that comments were added to code that is not self explanatory
    • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
    • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
    • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is either coming verbatim from figma or has been approved by marketing (in order to get marketing approval, ask the Bug Zero team member to add the Waiting for copy label to the issue)
    • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
    • I verified the JSDocs style guidelines (in STYLE.md) were followed
  • If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
  • I verified that this PR follows the guidelines as stated in the Review Guidelines
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    • I verified that all the inputs inside a form are aligned with each other.
    • I added Design label and/or tagged @Expensify/design so the design team can review the changes.
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  • I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: HybridApp Android_Native
Android: mWeb Chrome Android_Chrome
iOS: HybridApp iOS_Native
iOS: mWeb Safari iOS_Safari
MacOS: Chrome / Safari MacOS_Chrome

@huult huult changed the title Add hint text when creating a report Show confirmation modal for distance rate error and block expense split Jan 29, 2026

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LGTM.

@srikarparsi
srikarparsi merged commit b4feaff into Expensify:main Jan 29, 2026
33 checks passed
@OSBotify

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✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

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🚀 Deployed to staging by https://github.com/srikarparsi in version: 9.3.11-16 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 success ✅

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OSBotify commented Feb 5, 2026

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🚀 Deployed to production by https://github.com/Julesssss in version: 9.3.12-1 🚀

platform result
🕸 web 🕸 success ✅
🤖 android 🤖 success ✅
🍎 iOS 🍎 failure ❌

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7 participants